Joseph Nole

What sparked your interest in financial planning? What fuels you every day in your work?
Growing up, finances weren’t discussed and were often an area my family struggled in. Because of this, personal finance wasn’t something that felt important. Then I took my first personal financial planning course in college and was instantly drawn to the profession. I immediately saw the impact it had with my family and personal life. This inspired me to become a financial planner, in hopes I could be that resource for others to help guide their personal finance journey.

What do you enjoy most about working at Modera?
What I enjoy most about working at Modera is the people. From the moment I joined, everyone has been an amazing resource. Working with fun & genuine people who share the same motivation to help our clients is a blessing.

When you retire you’re going to…?
Although retirement is many years away, I plan to travel a lot when I retire. I also hope to spend my free time trying out different restaurants with friends and family!

Where did you grow up? Where do you live now?
I grew up in Haledon, New Jersey and currently reside in Clifton, New Jersey.